What are the responsibilities and job description for the Customer Relationship Officer position at National Bank of Canada?
At Natbank, we are driven by a passion for people and a commitment to making a positive impact in the lives of our clients, employees, and communities. As a U.S.-based subsidiary of National Bank of Canada. We foster an inclusive, collaborative, and growth-oriented environment where employees are empowered to develop their careers while delivering exceptional client experiences. Joining Natbank means becoming part of a dynamic team that values integrity, teamwork, innovation, and a client-first approach, while offering opportunities to learn, grow, and contribute to meaningful success every day.
Join the Natbank team! We are currently seeking a Client Relationship Representative for a temporary 6-month contract, from October 15, 2026, to April 15, 2027, at our Naples branch.
RESPONSIBILITIES AND KEY ACCOUNTABILITIES
- Build and maintain strong, personalized relationships with clients to deliver an exceptional banking experience.
- Support a variety of daily banking and transactional activities while ensuring accuracy and efficiency.
- Identify client needs and refer them to the appropriate banking specialist or resource.
- Promote the Bank’s products, services, and digital solutions, and guide clients toward options that best meet their financial needs.
- Educate clients and stakeholders on the features, benefits, policies, and procedures related to the Bank’s products and services.
- Respond promptly and professionally to client inquiries, requests, and concerns through various communication channels.
- Conduct research and gather information necessary to provide accurate and timely responses to client questions.
- Coordinate referrals and follow up on client requests to ensure seamless service delivery.
- Resolve client issues and concerns in a professional manner, striving to achieve the highest level of customer satisfaction.
- Demonstrate initiative and a proactive approach by identifying opportunities to improve processes, service quality, and operational efficiency.
- Ensure adherence to all Bank policies, procedures, regulatory requirements, and compliance standards.
- Perform other related duties and special projects as assigned by the Branch Manager.
YOUR MAIN CHALLENGES
- Ensure customer satisfaction and uphold the Bank’s professional image by delivering personalized and efficient service.
- Promote the Bank’s products and services to strengthen customer relationships and loyalty.
- Serve as the first point of contact for clients by welcoming them and facilitating effective communication and assistance.
TRAINING AND REGULATORY COMPLIANCE REQUIREMENTS
- Attend all mandatory training within the first month of employment, including, but not limited to, BSA/AML/CTF and OFAC training, in accordance with the Bank’s policies and procedures.
PROFESSIONAL QUALIFICATIONS AND BUSINESS COMPETENCIES
- College degree preferred, with 1 to 2 years of customer service experience.
- Ability to effectively interact and communicate with various levels of management.
- Demonstrated experience in customer service.
- Proficiency with computer systems and digital tools, with the ability to quickly learn new technologies.
- Excellent interpersonal and communication skills, with a strong team-oriented approach.
- Ability to adapt to changing situations and work effectively in a dynamic environment.
- Strong organizational skills with the ability to manage multiple priorities and requests simultaneously while maintaining attention to detail.
Required skills: Brand Ambassadorship, Client-focused, Detail-oriented, Digital literacy, Driving Results, Empathy, Learning Agility, Oral Communication, Teamwork
Your benefits
In addition to competitive compensation, you’ll be eligible for a wide range of flexible benefits Pauline Poncel.